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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,722 | $76,407+169.2% | $150,298+36.9% | $82,448+149.5% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 13.25% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $4,657 | $2,614+78.2% | $4,154+12.1% | $2,551+82.6% |
| Participant deferral / active EE | $5,561 | $3,214+73.0% | $5,453+2.0% | $4,139+34.3% |
| Admin fee / account holder | $27,304 | $6,352+329.9% | $14,116+93.4% | $7,234+277.4% |